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Wealth Quarterback’s Schwab US TIPS ETF SCHP Stock Holding History

Wealth Quarterback’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-46
Closed -$1.31K – 1097
2019
Q4 		$1.31K Buy
+46
New +$1.3K ﹤0.01% 809

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Wealth Quarterback's SCHP Position: Q1 2020 in Review

Wealth Quarterback sold out of Schwab US TIPS ETF (SCHP) in Q1 2020, closing a stake of 46 shares — an estimated $1.31K sold.

Wealth Quarterback first reported a position in SCHP in Q4 2019 and held it in 1 quarter. The position peaked at $1.31K in Q4 2019. 396 funds tracked by Wall St. Rank hold SCHP as of Q1 2020.

  • Wealth Quarterback reported no remaining Schwab US TIPS ETF position as of Q1 2020 after selling out during the quarter.
  • Wealth Quarterback sold 46 Schwab US TIPS ETF shares in Q1 2020, an estimated $1.31K.
  • Wealth Quarterback first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 1 quarter.
  • Wealth Quarterback's Schwab US TIPS ETF position peaked at $1.31K in Q4 2019.
  • 396 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2020.

Based on Wealth Quarterback's 13F filing for Q1 2020, filed 14 May 2020.